Banking Sales Resume

[First Name] [Last Name]

Contact Address: [street]

[Country] [City] [State/Province] [Zip Code]

Contact Number: (012)-345-6789

Email Address: [[email protected]]

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Career Objective:

Experienced and meticulous professional who provides excellent customer satisfaction and has a proficient record of financial management. Diverse knowledge about various banking products and services. Strong ability to convince customers with superb communication skills. Capable of managing high volume tasks for multiple accounts.

Summary of Skills:

  • Good understanding of market and various financial products

  • Excellent communication skills

  • Comprehensive knowledge about sales and good negotiating skills

  • Excellent knowledge of operation guidelines and standard banking procedures

  • Exceptional statistical abilities and managerial skills

  • Deep knowledge of banking procedures, lending policies and documentation

Work Experience:

Banking Sales Manager

ABC Bank, Boston, Massachusetts

December 2016 – Present

  • Instrumental in increasing overall customer satisfaction from 12 % to 20% in the first quarter of 2017

  • Conducting weekly meetings with sales team members and providing appropriate guidance and motivation to achieve target

  • Monitoring and evaluating sales results as well as initiating steps to boost profit opportunities and productivity levels in the branch

  • Verifying all transactions and ensuring bank services meet customer requirements

  • Establishing training programs and conducting monthly performance reviews for banking staff

  • Consistently achieving sales target and increasing monthly revenue by 10% in spite of challenging market dynamics

Banking Sales Assistant Manager

SouthEnd Bank, Boston, Massachusetts

January 2014 – November 2016

  • Handled customer queries and gave information about retail products and services

  • Prepared revised quotations of bank’s products to guarantee good profits and sent it to potential customers to maintain healthy relations

  • Participated in various programs organized by Federal Reserve which covered topics like security issuance policies and capital market securities exchange

  • Researched market trends and developed new business categories which added to 10% revenue growth for the term 2012 to 2015

  • Conducted weekly training programs for new recruits and assigned them responsibilities of contacting new customers to advertise banking services and products to increase client base

Junior Sales Executive

True Financial Services, Boston, Massachusetts

August 2012 – December 2013

  • Prepared monthly, quarterly sales reports and documented discussions of meetings

  • Presented innovative ideas to revise weekly promotional campaigns and drive new sales

  • Followed and implemented sales guidelines and maintained standard across departments

  • Contacted customers on mail or called them to inform about the latest offers and handled online promotional activities for the organization’s products

  • Managed client questions and coordinated with them to identify account requirements

  • Assisted new customers in filling forms to help them avail benefits of the different services provided


  • Master’s Degree in Sales and Marketing

    ABC University, Boston, Massachusetts



On request.